Strategic Financial Advisor & Planning Specialist
Job in
Lionville, Chester County, Pennsylvania, 19353, USA
Listed on 2026-08-22
Listing for:
Bank of America
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America in the United States seeks a client-focused financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals through brokerage products, financial planning, and referrals to partners.
The role requires Series 7 and 66 licenses, plus at least one year of experience in investments or financial services; strong relationship-building and communication skills are essential for success in a fast-paced environment
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